Zullo Investment Group, Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 1909760 SCRANTON, PA

Position in SOFI

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$163,945

-$90,367 QoQ

Shares Held

10,324

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

Zullo Investment Group, Inc. holds $3,662,325 across 3 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,338	$2,517,594
2	MA	Mastercard Inc	1,129	$579,854
3	AXP	American Express Co	1,670	$564,877

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$163,945	10,324	+6.3%	Shares	Sole	2026-04-15
2025-12-31	$254,312	9,714	+7.9%	Shares	Sole	2026-01-26
2025-09-30	$237,780	9,000	-45.5%	Shares	Sole	2025-10-23
2024-03-31	$120,450	16,500	-9.6%	Shares	Sole	2024-04-24
2023-12-31	$181,587	18,250	-9.9%	Shares	Sole	2024-01-19
2023-09-30	$161,797	20,250	+5.2%	Shares	Sole	2023-10-19
2023-06-30	$160,545	19,250	-11.9%	Shares	Sole	2023-07-19
2023-03-31	$132,629	21,850	-11.9%	Shares	Sole	2023-04-25
2022-12-31	$114,328	24,800	+7.5%	Shares	Sole	2023-02-14
2022-09-30	$112,606	23,075	+3.6%	Shares	Sole	2022-11-08
2022-06-30	$117,389	22,275	+1.6%	Shares	Sole	2022-08-11
2022-03-31	$207,191	21,925	+48.1%	Shares	Sole	2022-05-16
2021-12-31	$233,988	14,800	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.